Fulkrum
← Back to Education
Bookkeeping basics

Create your own tag type

Create custom tag types, like location or client, to track spending your own way.

The built-in tags not quite right? Make your own.

  1. In the AI Assistant, open the tag manager.
  2. Create a new tag type (like "Location" or "Client").
  3. Add the values you want to track.

Keep it simple — a few clear tags beat a long list you never use.

What happens next — your new tag type is offered when you code transactions.